Jamie Goldstein

As AI workloads eat up global computing supply, DRAM prices are surging like never before—creating major challenges for teams trying to plan out their data center spend. One of my portfolio companies, Mext, is addressing the largest cost component in the datacenter: server memory (DRAM). From being on the board of Redis for the last twelve years, I’ve learned a lot about the various aspects of this problem and approaches to solving them. Mext found a breakthrough, using new AI techniques, for dramatically reducing the amount of server-DRAM required to run applications, all while maintaining performance. It intelligently manages the server’s memory, keeping hot pages (i.e., those in use by applications) in fast DRAM and offloading cold pages (i.e., those less used) to a much less expensive memory tier (e.g., NVMe Flash). Key to the approach is ensuring cold memory pages that are about to be accessed by an application are back in DRAM before the application needs them or notices that they were gone. This is done without modifications to the application or the OS – so it can run in the cloud or on-premise. Mext thus allows applications to either run using less DRAM or keep their DRAM footprint but do more with it. They're hosting a webinar along with Fred Weber (former CTO of AMD) on Jan 22nd at 10am pacific time. You can register here: https://lnkd.in/gXe9GCeE

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Another episode of the Mestrelab Research #MestreCast is out, focusing on #labautomation and #LabDigitalization Mathias Cherbuin, Chief Technology Officer at Chemspeed, and Santi Dominguez, President of SciY, explore the world of advanced lab automation in the insightful podcast "Innovation in Lab Automation and Digitalization." 👇 They share insights on streamlining workflows, boosting efficiency, and redefining research. #LabAutomation #Automation #SciY #Chemspeed

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I’ve been working on the theory of why small, shippable factories are the perfect inversion to the centralized prefab factory model. It all collapsed into one line of math (credit to Gilles Retsin): Factory Efficiency = Usage × (Throughput × Product Value ) / ( CapEx + Deployment OpEx) The idea is that the closer you can drive Usage to 100 % while keeping the denominator tiny, the faster the flywheel spins.  A shippable microfactory tackles this by primarily focusing on a high Usage factor. Because the microfactory can be packed up afterwards and reused, its CapEx gets amortized over multiple projects, effectively raising its overall Usage across the year. If one project alone doesn’t fully occupy the factory, it can simply roll over to another job to maintain high Usage. Its CapEx is often an order of magnitude lower than a centralized factory (< $1M vs. $10-50M min), so the breakeven throughput is more achievable on a small pipeline of work. The real breakthrough here is portability. There is near-zero stranded capital and almost no idle time. To flesh this theory out, I wrote 3000 words on the topic for Brad Hargreaves and Thesis Driven. The article breaks down: - why “fixed factories, shipped goods” is being inverted to shipped factories, fixed goods - what a sub‑$1 M robotic cell does to CapEx per home versus a £45 M off‑site plant - early production/cost data on a shippable microfactory from Mollie Claypool, Gilles Retsin, Sam Baker and the Automated Architecture (AUAR) team - the hybrid reality of robots tackling the heavy structural components and human crews assembling faster and cheaper - technical constraints to pull this model off and future considerations on the optimal business model (own vs. rent) Major shoutout to Gilles Retsin for helping me pull this together. https://lnkd.in/eRTnbZPa

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I’m lucky to work alongside colleagues like Richard Fruehauf, who constantly push my thinking. His latest piece unpacks why U.S. robotics and drone manufacturing faces uphill economics, and how public policy can help turn the tide. One key takeaway: 232 tariffs on robotics imports could help reset the economics that are holding back U.S. investment and production. It’s a sharp perspective on how policy can shape the future of advanced tech here at home. Well worth a read: https://lnkd.in/edMPTQPQ Richard Fruehauf, Robert J. Szczerba, Michael Lutzky, Edward Ovando, Karl Sanchack, Herman Herman, Jeff Legault, Phil English, Richard Fruehauf, Ryan Aument, Michael Guido, Sheila Fitzgerald Sterrett, David McCormick

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Thrilled to see Prosoma join the CRB Health Tech SGEIC portfolio alongside Verge HealthTech Fund and IMPACT Partners. Tackling the critical mental health needs of oncology patients with an evidence-based, reimbursed digital therapeutic already making strides in Europe—and now expanding to the U.S. market. Looking forward to supporting their journey in value-based care and global growth. #DigitalHealth #Oncology #MentalHealth #VentureCapital #CRBInvests #HealthInnovation

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